Tag Archives: SMSF Adviser

Stellar Super Pty Ltd and Brooke Hepburn-Rogers have been shortlisted for SMSF and Accounting Awards 2018

The adviser and firm from Canberra are officially in the running to take home 4 awards at the prestigious SMSF and accounting event of the year.

Stellar Super joins the roster of finalists to win SMSF Firm of the Year at the SMSF and Accounting Awards 2018. The first-of-its-kind, the nationwide industry event recognises state-based performance in SMSF and accounting professions across Australia.

Brooke Hepburn-Rogers is a finalist to win:

– SMSF Adviser of the Year

– SMSF Accounting Professional of the Year – Metro

– SMSF Specialist Accountant of the Year

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Women in Finance Awards 2018

Brooke has been shortlisted, the second year running, for the prestigious Women in Finance Awards, partnered by NAB, and is in the running to take out one of Australia’s top industry awards, for SMSF Adviser of the Year.

In its second year, the Women in Finance Awards, which covers 28 categories, highlights the outstanding work of women within financial services and puts them on a national stage to support the continuing growth and development of women in the financial arena.

The winners will be announced at a black-tie awards dinner on Thursday, 20 September at The Star, Sydney.


Have you considered what you will do if an unexpected event occurs?

Your SMSF is a long-term plan.  Much can happen during this time including illness, incapacity or death of a member.

It is best practice to have contingency plans in place to deal with unexpected events. For example, if a fund member dies, leaving you as the sole member are you happy to continue with the SMSF?

Outlined are some issues to consider planning for as trustees.  Leaving the planning to when, and if an event happens may be too late.

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End of the financial year – is your SMSF ready?

With the end of the financial year fast approaching, now is the perfect time to ensure everything is in place for your SMSF before 30 June. The following are some superannuation strategies that you might want to know more about to get the best out of your SMSF.

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Accountants Daily Australian Accounting Awards 2018

Brooke Hepburn-Rogers and Stellar Super Pty Ltd have been shortlisted for the prestigious Accountants Daily Australian Accounting Awards 2018.

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Accountants Daily Australian Accounting Awards 2018

Brooke Hepburn-Rogers and Stellar Super Pty Ltd has been shortlisted for the prestigious Accountants Daily Australian Accounting Awards 2018.

Brooke Hepburn-Rogers and Stellar Super have been shortlisted as a finalist to win 2 awards in the Superannuation Specialist Accountant of the Year and SMSF Firm of the Year at the 2018 Australian Accounting Awards, hosted by Accountants Daily.

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Trust deeds in the new SMSF world – Benefit payments and estate planning

The superannuation trust deed, along with the superannuation laws, form the governing rules that a self-managed super fund (SMSF) need to operate by. The introduction of the $1.6 million transfer balance cap (TBC) and new transition to retirement income stream (TRIS) rules are a ‘game changer’ for SMSFs when discussing benefit payments and estate planning. With the new super rules in effect as of 1 July 2017, now is the right time to review if your trust deed needs to be enhanced or amended to deal with the new approaches and strategies you may need to implement.

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Crypto Currencies

This is an area that is becoming increasingly discussed within the self-managed superannuation fund (SMSF) environment and we encourage those that are interested in this type of investment contact us first to discuss the implications as there is no ‘one size’ fits all.

Some areas of compliance to review but not limited to, are:

  1. Separation of assets – An electronic crypto currency wallet is a pre-requisite for purchase, one of the potential issues here is that some providers do not cater for self-managed superannuation fund (SMSF) titles on this wallet. .
  2. Acquisition from a related party – Ensure that this purchase is made from an independent third party.
  3. Investment strategy – This will need to be reviewed, and potentially updated, to ensure this is an allowable investment by the Fund.
  4. Trust Deed – As with your SMSF’s investment strategy, this will need to be reviewed, and potentially updated, to ensure this is an allowable investment by the Fund.

 Please note that there are taxation rulings and determinations issue by the Australian Taxation Office (ATO) and capital gains tax rules may apply to the disposal of the asset.


SMSF Auditor Only Service

At Stellar Super we are passionate about helping our clients get the most from their Self-Managed Super Funds (SMSF’s) – what we deliver is confidence in the Super Advisory process.

 We are offering an “audit only” service for financial providers who like to offer independent, third-party audits for their clients, as well as for SMSF Trustees that prepare their year-end work.

Our fee for this service will be a flat-rate,  no matter the size of the SMSF, and you can be assured of privacy for your firm and your clients.

Our ASIC registered SMSF Auditors have extensive knowledge in this area and will be able to ensure a high quality and professional experience for your clients.

If you would like additional information about our services, please contact us at our office.


Finalist Announcements

Stellar Super Pty Ltd is in the running to take out several of Australia’s most coveted SMSF awards.

We have been shortlisted as finalists in the following awards:

SMSF and Accounting Awards 2017 – NSW/ACT

  • SMSF Firm of the Year
  • SMSF Adviser of the Year
  • SMSF and Accounting Professional of the Year – Metropolitan
  • SMSF Specialist Accountant of the Year

Women In Finance 2017 – Nationwide

  • SMSF Adviser of The Year

We are humbled by this recognition and it is wonderful to be eligible for this accolade.

The winners will be announced on the 21st September and the 2nd November, in Sydney.